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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,967 | $69,118+79.4% | $53,647+131.1% | $138,895-10.7% |
| Participation rate | 50.0% | 64.0%-14.0pp | 56.3%-6.3pp | 79.9%-29.9pp |
| Annual return | 21.09% | 248.26%-227.2pp | 358.33%-337.2pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,008 | $1,189-15.2% | $962+4.8% | $4,194-76.0% |
| Participant deferral / active EE | $11,000 | $2,274+383.7% | $1,813+506.7% | $6,396+72.0% |
| Admin fee / account holder | $20 | $2,724-99.3% | $2,460-99.2% | $12,562-99.8% |